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<h3>Job Description:</h3><h3>Planning Consultant</h3><p>As a Planning Consultant, you will provide a world-class planning experience, uncover opportunities to deepen client relationships through consolidation of assets, referrals, and plan implementations, and develop an engagement strategy that supports each client’s unique planning needs. Through your integrity and adoption of Fidelity’s client commitment standards, we know you will inspire client dedication with the goal of developing lifetime relationships with Fidelity.</p><h3>The Expertise We’re Looking For</h3><ul><li>FINRA Series 7 &amp; 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire</li><li>Financial services experience preferably in financial planning</li><li>Degree and/or other professional certifications such as CFP are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one</li></ul><h3>The Purpose of Your Role</h3><p>The Planning Consultant works alongside Financial Consultants and/or Wealth Planners in a financial planning capacity. Through your knowledge and your ability to build relationships, you will effectively profile, navigate and present the output of our guidance tools, leading to an in-depth discussion around our planning concepts. This will lead you to uncover additional planning opportunities in which you will partner with the adviser to develop further. This partnership will allow the team to further meet the needs of our clients. You will see your impact on the business and have rewarding interactions with clients every single day!</p><h3>The Skills You Bring</h3><ul><li>Thorough understanding of financial planning concepts to help clients build effective financial plans for them and their families.</li><li>Ability to profile to understand planning needs and identify appropriate solutions</li><li>You have a vested interest in building relationships and being an advocate for clients</li><li>You are motivated toward success, willing to demonstrate ownership, and committed to achieving meaningful goals</li><li>Comfort making outbound telephone calls to further educate clients and find opportunities to add value to the relationship</li></ul><h3>Our Investments in You</h3><p>Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!</p><h3>The Value You Deliver</h3><ul><li>Conducting joint appointments with clients, focused on consultations through Fidelity’s guidance offering</li><li>Educating and planning with clients to uncover opportunities that will lead to the client’s success</li><li>Creating and maintaining an organized client contact strategy, including engaging business partners, and using tools such as Salesforce</li><li>Building long-lasting, meaningful relationships with clients</li><li>Mentoring and supporting the success of your peers</li></ul><h3>Certifications:</h3><h3>Category:</h3>Relationship Management<p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

Fidelity Investments

Planning Consultant - Chandler, AZ

<h3>Job Description:</h3><p>At Fidelity, we are seeking a highly motivated and experienced Application Security Architect to drive strategic security initiatives across our entire technology landscape. In this role, you will work directly with product and engineering teams across Brokerage Recordkeeping Technology (BRT), Trade Management Engineering (TME), and Enterprise teams to design secure solutions that meet business priorities for initiatives. </p><p><strong>The Team</strong></p><p>You will a member of the Architecture team that provides the direction, decisions and solutions for Brokerage Recordkeeping Technology and Trade Management Engineering groups. Throughout the implementation of the proposed solutions, you will work closely with the product and engineering teams and with the enterprise to lead the efforts to come up innovative Security Architecture solutions and strategies.</p><p><strong>Qualifications</strong></p><ul><li>Bachelor's degree in Computer Science, Information Technology, or a related field.</li><li>Deep understanding of application security frameworks, disciplines and practices, experience with secure application development and application security risk mitigation techniques.</li><li>Deep technical understanding of and experience with security technologies including, but not limited to, Identity and Access Management, cryptography, key management, OIDC, OAuth, SAML, Azure AD, OPA.</li><li>Experience architecting and implementing solutions for identity management including single sign-on and federated identity management, authorization and identity provisioning.</li><li>Depth of knowledge in architecture and an ability to translate business objectives into technology solutions. Experience in a wide array of architecture patterns including architecting highly performant systems, event-driven architectures, APIs, data architecture and security architectures. </li><li>Deep experience in architecting, designing &amp; building highly scalable, low-latency applications </li><li>Passion for staying current on technology trends to shift direction and get results.</li><li>Demonstrated desire and hands-on skills to turn concept and theory into pragmatic implementations by performing end-to-end hands-on proofs of concept, providing concrete solutions and clear migration plans to enable adoption.</li><li>Organizational savvy and mature, with ability to work effectively across different organizational units and business groups.</li><li>Demonstrated ability in defining new and/or evolving existing strategies, aligning with enterprise direction, collaborating with, and influencing technology partners to adopt and implement accordingly.</li><li>Experience addressing unique security considerations of cloud computing, especially that of AWS.</li><li>Experience working with security vendors</li><li>Experience guiding and coaching engineering teams regarding security best practices and following through with oversight on implementation.</li><li>Good interpersonal and communication skills</li><li>Passion and curiosity to work with others to foster ideas and produce creative solutions to intricate problems while making smart choices balancing design and delivery.</li><li>Experience of developing applications with Java, SpringBoot, Node, and experience working with API’s (both API Development &amp; API Consumption) </li><li>Experience in designing, developing, and deploying applications on AWS. Practical knowledge of a broad range of AWS services, including compute, containers, databases, analytics, and security. </li><li>Well-grounded knowledge of engineering and continuous delivery practices</li></ul><p><strong>Responsibilities</strong></p><ul><li>Collaborate with product teams to understand security requirements and deliver effective solutions.</li><li>Design and implementation of robust, scalable application security architecture solutions that support the business.</li><li>Continuously evaluate security architecture trends and the emerging threat landscape and integrate new technologies and tools to enhance security capabilities.</li><li>Conduct hands-on POCs and provide proven migration paths for product teams to advance our roadmap</li><li>Engage with product and engineering leads and senior management on product and delivery requirements and positively influence roadmaps.</li><li>Drive adoption of enterprise standards and best practices, and promote changes in process, standards, or technologies when necessary.</li><li>Develop and produce high quality documentation for strategic security architectures, that are aligned with overall business strategy</li><li>Mentor application delivery teams regarding security architecture and secure development best practices.</li></ul>The base salary range for this position is $126,000-255,000 USD per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. </p><p>We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p><p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><h3>Certifications:</h3><h3>Category:</h3>Information Technology

Director Architecture

<h3>Job Description:</h3><h3>Financial Representative</h3><p>We believe that as a Financial Representative, you make a key impact on the branch atmosphere, as the official face of Fidelity. Through integrity and honesty, we know you will inspire client dedication and engagement to develop long-lasting positive relationships with Fidelity.</p><h3>The Expertise We’re Looking For</h3><ul><li>Customer service, phone, or financial services experience will prepare you for this role</li><li>Banking, insurance, or financial experience is an excellent addition to your experience</li><li>We will support you while you learn the FINRA licensing material and work to obtain the Series 7 and 66 licenses</li><li>Degree and/or other professional certifications are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one</li></ul><h3>The Purpose of Your Role</h3><p>It is our mission for the Financial Representative to have rewarding interactions with clients. As a subject matter specialist in compliance and all front lobby transactions, you will partner and contribute to branch success by identifying opportunities to deepen relationships.</p><h3>The Skills You Bring</h3><ul><li>Superb interpersonal skills and passion to engage with clients</li><li>An aptitude to assess client needs and identify opportunities</li><li>Remarkable attention to detail and ability to prioritize</li><li>Organizational skills to manage multiple tasks</li><li>Being coachable, collaborative, and curious are your "go to" attributes</li></ul><h3>Our Investments in You</h3><h3>Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!</h3><h3>The Value You Deliver</h3><ul><li>A key member of the team, you are offering support to Fidelity’s most valuable clients daily</li><li>By identifying leads and making effective introductions, you are directly impacting the success of the branch</li><li>Your efforts will be valued by clients and you will find working with those clients a rewarding experience</li><li>As a technology champion for the branch, you will be an early adopter of technology and share what you have learned with the team</li></ul>The base salary range for this position is $45,000 - $70,000 per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. </p><p><br>We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.</p><p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p><h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Customer Service

Financial Representative - Palo Alto, CA

<h3>Job Description:</h3><p><strong>Director, Performance Consulting, Corporate Services</strong></p><p><strong>The Role</strong></p><p>The Director, Performance Consultant supports associate performance and help business units meet their goals. Provides strategic consultation on projects and develops learning experiences to build workforce capability, now and for the future. You will work with leaders to scope learning requests, prioritize the team’s work, to develop and deliver impactful learning solutions as well as evaluate the impact of the learning solutions. In this role you’ll be accountable for the overall quality and measurability of learning products.</p><p><strong>The Expertise and Skills You Bring</strong></p><ul><li><p>Bachelor Degree with ten years of experience in learning &amp; development. Financial Services experience is preferred.</p></li><li><p>Show up as a business partner with the ability to understand the business while translating learning needs and impact within the business context</p></li><li><p>Provide end to end oversight to develop learning solutions aligned with organizational goals and performance gaps, leveraging Fidelity’s learning platforms, tools, and digital solutions delivery.</p></li><li><p>Apply advanced usage of learning design to develop impactful solutions utilizing the right tools for the right learning needs</p></li><li><p>Lead the planning, creative design, and delivery of learning solutions that meet identified business needs.</p></li><li><p>Utilize a business mindset and data-driven approach to decision-making that integrates feedback and measurable outcomes</p></li><li><p>Work with business units to scope requests, translate them into actionable plans to deliver an impactful learning solution</p></li><li><p>Challenge conventional thinking and drive continuous improvement bringing new ideas and concepts to deliver impactful learning experiences</p></li><li><p>Ability to plan, organize, prioritize and effectively manage multiple complex projects within a fast-paced environment, making connections and alignment to the work along the way</p></li><li><p>Apply critical thinking to provide well thought out options/recommendations, while providing a point of view to the preferred approach</p></li><li><p>Determine an effective approach when developing and implementing learning solutions with a change management point of view</p></li><li><p>Excellent presentation development, speaking as well as effective written/verbal communicator while influencing stakeholder expectations</p></li><li><p>Drive measurement and evaluation strategies to assess the business impact of learning solution</p></li><li><p>Use data analysis to identify key metrics pull reports, identify trends, and inform decisions that improve learning experiences (LX).</p></li></ul><p><strong>Note: Fidelity is not providing immigration sponsorship for this position</strong></p><p><strong>The Team</strong></p><p>We are the Talent &amp; Learning Team that resides within the Corporate Services (CS) Function. We work with Finance, the Controls Functions, Corporate Affairs, Corporate Communications and CS Technology teams to ensure they have the right skills at the right time to support the broader Fidelity. “We focused on a culture of learning and mobility.” We are committed to building an enduring culture of inclusion and belonging that will attract, develop and retain a diverse workforce.”</p><h3>Certifications:</h3><h3>Category:</h3>Training<p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

Performance Consultant

<h3>Job Description:</h3><h3><strong>Senior Corporate Actions Analyst</strong></h3><p><strong>The Role</strong></p><p>As a Corporate Actions Analyst, you will help oversee a team of seven analysts responsible for researching and validating corporate action data to ensure the timely and accurate delivery of securities processing information to our business partners. In this role, you will be accountable for:</p><ul><li>Overseeing and reviewing daily team deliverables</li><li>Ensuring all SLAs are met, and daily work is completed accurately and on time</li><li>Serving as an escalation point for business partners regarding inquiries and daily tasks</li><li>Identifying and recommending process and reporting improvements</li><li>Monitoring internal controls and proactively addressing potential risks</li><li>Proving oversight and support for team initiatives</li><li>Owning incident follow-up activities as well as updates to controls and processes</li></ul><p><strong>The Expertise and Skills You Bring</strong></p><ul><li>Bachelor’s degree in business, finance, or a related field</li><li>Comprehensive understanding of the financial services industry</li><li>Proven experience leading, mentoring and motivating high-performing teams</li><li>Ability to collaborate effectively with senior leaders and business partners</li><li>Strong analytical and problem-solving skills</li><li>Track record of contributing to high risk, high visibility initiatives</li><li>Ability to react in a fast paced, deadline-driven environment</li><li>Skilled at managing multiple priorities and adapting to shifting demands</li></ul><h3><strong>The Team</strong></h3><p>Fidelity Corporate Actions Solutions (FCAS) is a business unit within Fidelity Funds and Investment Operations. Our group offers securities processing software, including end to end workflow notification and response. We receive market data from multiple suppliers which is processed through our patented software to ensure that the highest quality information is released to our business partners. As part of the FCAS Operations team your efforts directly impact front office trading and back office posting to accounts.</p>The base salary range for this position is $74,000-141,000 USD per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. </p><p>We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p><p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><h3>Certifications:</h3><h3>Category:</h3>Investment Operations

Senior Corporate Actions Analyst

<h3>Job Description:</h3><h3><strong>The Role</strong></h3><p>Fidelity Executive Services is looking for a Director to join the Strategy &amp; Offering Team as they embark on a multi-year expansion of the Executive Services program. This role provides a great opportunity to work across multiple initiatives and workstreams towards this expansion, including the evolution of the service model and offering, it’s positioning at Fidelity and in the marketplace, and how we go to market. The Director role is ideal for someone with a product management or strategy background, with experience across both workplace and our retail businesses. Primary duties of the position include:</p><ul><li>Using data and insights to find opportunities, measure performance, and iterate on features to meet Executive Services program, sponsor, and participant needs</li><li>Leading multiple priorities and initiatives in partnership with Executive Services Product Area and Distribution Teams</li><li>Establishing goals and communicating progress/status to ES leadership and key partners at various levels</li><li>Highlighting risks, dependencies, and managing progression against determined milestones</li><li>Representing Executive Services and seeking opportunities to partner with other business units and business partners to leverage and scale solutions and ensure alignment and integration of deliverables across domains</li><li>Identifying and implementing process improvements to enhance program efficiency, engagement, and overall initiative outcomes</li></ul><h3><strong>The Experience and Skills You Bring</strong></h3><ul><li>Bachelor’s degree required; 10-12 + years of financial services experience with a focus on strategy / product management</li><li>Deep understanding of the Workplace, Wealth and Brokerage businesses</li><li>Outstanding prioritization skills and the ability to navigate multiple highly matrixed organizations</li><li>Ability to think and operate both strategically and tactically</li><li>Superb relationship-building skills</li><li>Analytical and problem-solving skills</li><li>Possesses a startup mentality with comfort navigating ambiguity and shifting priorities. You have experience in environments where speed, adaptability, and innovation are critical to success.</li><li>Leadership skills demonstrating the ability to lead cross-functional teams and influence without authority.</li><li>Thrives in a collaborative environment and can communicate effectively with both technical and non-technical teams.</li></ul><p><strong>Note: Fidelity will not provide immigration sponsorship for this position.</strong></p><h3><strong>The Team</strong></h3><p>Executive Services is an incredibly successful P/W program with a track record of well over a decade of creating lifetime relationships with Workplace Executives. The Executive Services Product Area is uniquely constructed and positioned to provide Executive Services Distribution with a steady, increasing number of qualified, engaged executives through an efficient program. Our job is to define the direction and opportunity of the program, create operational maturity, increase engagement across both Plan Sponsors and Participants, and to deliver both Participants and capabilities to our Distribution partners for the program’s continued growth and success</p>The base salary range for this position is $110,000-222,000 USD per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. </p><p>We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p><p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><h3>Certifications:</h3><h3>Category:</h3>Product Management

Director, Executive Services Strategy & Offering Team

<h3>Job Description:</h3><p>The Role</p><p>The Senior Representative, Brokerage Operations will be expected to deliver world class service to internal and external clients by settling their trade and transfer obligations timely and accurately while adhering to policies, procedures, and regulatory guidelines. The associate will utilize internal as well as external systems and partner with various departments to settle DTCC related transactions. Responsibilities will include reviewing and processing exceptions and other tasks associated with DTCC Settlements.</p><p>The Expertise and Skills You Bring </p><ul><li><p>College degree preferred</p></li><li><p>3+ years of DTCC Settlement systems (Settlement Web; DTCC Portal; etc.) experience required</p></li><li><p>Understanding of industry regulations</p></li><li><p>Attention to details while being efficient and effective</p></li><li><p>Ability to communicate effectively with internal and external business partners</p></li><li><p>Highly motivated with the ability to complete assigned tasks in a timely and accurate manner</p></li><li><p>Ability to work effectively in a team-oriented environment</p></li></ul><p>The Team</p><p>The Operations &amp; Services Group (OSG) provides superior customer service to Fidelity’s brokerage businesses through innovation, dedication, and commitment to excellence. With seven operating divisions located throughout the country, OSG provides securities execution, clearance, and information management services to retail, institutional, and correspondent clients. OSG performs tens of thousands of over-the-counter, listed equities, options, bonds, and mutual fund transactions daily. OSG has a need for a Brokerage Operations Representative in DTCC Settlements. The DTCC Settlements team exists to ensure DTCC Settlements related transaction exceptions are resolved in a timely manner. Resolution of exceptions ensures transaction completion for our clients. Our stakeholders are our internal and external business partners, and, ultimately, Fidelity’s clients.</p><p>Note: This role does not support sponsorship.</p><h3>Certifications:</h3><h3>Category:</h3>Brokerage Operations<p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

Brokerage Settlement Support Representative III - Institutional and Retail Operations

<h3>Job Description:</h3><p><strong>The Role</strong></p><p>FFIO’s Global Middle Office is seeking a highly motivated Senior Analyst to fill a role in our Reconciliation department with dynamic responsibilities. This role will be responsible for a range of the Claims Team tasks but will also assist the team with complex position confirmations. Limited opportunities for tax reclaims, audit support, and other work also exist.</p><h3><strong>The Expertise and The Skills You Bring</strong></h3><ul><li>Experience with FCR and/or any type of reconciliation work strongly preferred</li><li>Experience with Outlook, Word, and Excel strongly preferred</li><li>Experience with InvestOne strongly preferred</li><li>Knowledge of custodian, transfer agent, and auditor functions preferred</li><li>Knowledge of Agile practices and an Agile mindset preferred</li><li>Bachelor’s or other degree preferred</li><li>Highly motivated—a self-starter who is eager to learn</li><li>Diplomatic: excellent communication skills</li><li>Strong work ethic, motivation, and proactive</li><li>Outstanding ability to optimally prioritize multiple competing tasks at once</li><li>Phenomenal ability to work quickly in a dynamic, high-volume environment</li><li>Team-first mindset</li><li>Efficient execution of the Claims Team tasks</li><li>In collaboration with others on the team, timely completion of monthly and/or quarterly complex position confirmations</li><li>Willingness to assist the team in other areas of thin coverage (tax reclaims, audit support, and so on)</li><li>Culture change agent: Informal influence to push us to a more flexible way of working</li><li>Desire to constantly question task work: How can it be done better?</li></ul><p><strong>Note: Fidelity is not providing immigration sponsorship for this position ​</strong></p><h3><strong>The Team</strong></h3><p>Fidelity Fund &amp; Investment Operations (FFIO) provides accounting and investment management support services for over 6,000 retail and institutional mutual funds and other retail and institutional investment products servicing over $3.9 trillion of discretionary assets.</p><h3>Certifications:</h3><h3>Category:</h3>Investment Operations<p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

Senior Analyst, Reconciliation

<h3>Job Description:</h3><p>We are seeking a detail-oriented and collaborative <strong>Quality Assurance P</strong><strong>roduct Analyst</strong> to support the full product development lifecycle. This role is responsible for gathering and documenting detailed front-end requirements, defining testing strategies, and executing product acceptance testing to ensure high-quality product delivery. This role will work closely with product managers, engineers, and business stakeholders to translate business needs into actionable user stories and ensure solutions meet expectations through detailed testing. Responsibilities include:</p><p><strong>Discovery &amp; Requirements Definition</strong> </p><ul><li><p>Write and maintain detailed requirements that meet the Definition of Ready</p></li><li><p>Collaborate with UX, Legal, Compliance, Risk, and Business stakeholders to define product requirements and ensure alignment with regulatory and operational standards</p></li><li><p>Maintain and update analysis artifacts (e.g., use cases, process flows, business rules) to support execution</p></li></ul><p>​</p><p><strong>Testing &amp; Delivery</strong> </p><ul><li><p>Create detailed test plans and ensure clarity on acceptance criteria</p></li><li><p>Lead and execute End-to-End Business Acceptance Testing </p></li><li><p>Ensure traceability of test cases to business requirements and document test outcomes</p></li><li><p>Support deployment readiness and post-release validation activities</p></li></ul><p>​</p><p><strong>Stakeholder Engagement &amp; Communication</strong> </p><ul><li><p>Facilitate refinement sessions to ensure stories are well understood and actionable</p></li><li><p>Lead stakeholder demos and impact analysis reviews to showcase deliverables</p></li><li><p>Act as a subject matter expert during release planning, product reviews, and retrospectives</p></li><li><p>Communicate issues, risks, and client feedback clearly and promptly</p></li></ul><p>​</p><p><strong>Strategic Contribution</strong> </p><ul><li><p>Identify and document product and process improvement opportunities and share insights with the product team</p></li><li><p>Champion change and operational readiness across teams</p></li></ul><p><strong>The Expertise and Skills You Bring </strong> </p><ul><li><p>Strong analytical and problem-solving skills with attention to detail</p></li><li><p>10+ years of work experience in product analysis, business analysis, or digital transformation roles</p></li><li><p>Strong understanding of development process </p></li><li><p>Demonstrated experience in writing clear, concise product documentation, and acceptance criteria</p></li><li><p>Experience with user acceptance testing, business process modeling, and stakeholder engagement</p></li><li><p>Ability to lead discovery, facilitate workshops, and manage cross-functional collaboration</p></li><li><p>Bachelor’s degree or higher (or equivalent practical experience)</p></li><li><p>Motivated mindset with a sense of ownership</p></li></ul><p><strong>The Team</strong> </p><p>Fidelity Labs is Fidelity Investments’ in-house fintech incubator with a mission to build new businesses to drive growth for Fidelity. Fidelity Labs is a dynamic workplace that combines the best parts of startup life—building new technology, adapting quickly, and moon-shot ambition—with the scale and stability of an industry leader. Learn more at <a href="https://labs.fidelity.com/" target="_blank">labs.fidelity.com</a>. </p>The base salary range for this position is $95,000-186,000 USD per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. </p><p>We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p><p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><h3>Certifications:</h3><h3>Category:</h3>Quality

Quality Assurance Product Analyst

<h3>Job Description:</h3><p>The Viewpoints Editor will work with subject matter experts across Fidelity to produce articles featuring Fidelity POVs on the economy, financial markets, and investing for our retail clients and prospects. The material will be distributed on Fidelity websites, our mobile app, social media, and newsletters, which reach millions of clients each week.</p><p>The candidate should have experience in journalism and financial services and be knowledgeable about macroeconomic trends, fixed income and equity investing strategies, and the principles of sound portfolio construction and goal-based planning. The candidate should also be able to generate timely ideas on trending topics, produce smart, engaging copy that adheres to Fidelity editorial and compliance standards, and do so under often tight deadlines.</p><p>When news happens – the Viewpoints Editor is expected to be proactive in generating relevant, client-focused perspectives in collaboration with our experts that drive engagement and business results.</p><p>The candidate also needs to be able to work within existing content management, data analytics and measurement systems to track content production, measure performance, and optimize the effectiveness of new and existing content.</p><p><strong>Qualifications</strong></p><ul><li><p>BA required</p></li><li><p>5-10 years in financial journalism or the equivalent required</p></li><li><p>Demonstrated ability to work under tight deadlines necessary</p></li><li><p>CFA or Series 7 a plus</p></li></ul><p><strong>About the team</strong></p><p>The Content Thought Leadership Team is comprised of financial editors and writers who produce Fidelity perspectives in article, infographic, video and webinar formats. The content is aimed at a broad range of audiences, from active traders to Wealth Management clients, crypto investors, and more.</p><p>Within the Content Thought Leadership Team, the Viewpoints team produces content for our mass affluent clients and prospects on topics ranging from financial markets to investing ideas and tax-smart planning strategies. We like to say we are there for readers, no matter their age, affluence, or investing style.</p><p>The Content Thought Leadership Team is part of a larger Content Team that sits within the Marketing Organization. We are an innovative group focused on continuous learning and associate growth. At Fidelity, there are endless opportunities to expand your skills and experiences as an editor, subject matter expert, and leader. On the Thought Leadership Team you will have endless opportunities to help our clients and prospects better, more confident investors so they can reach their personal goals.</p><p><strong>Note: Fidelity will not provide immigration sponsorship for this position </strong></p>The base salary range for this position is $103,000-211,000 USD per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. </p><p>We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p><p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><h3>Certifications:</h3><h3>Category:</h3>Communication

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